Finance Score: 0

Governance Score: 5

Support Score: 0

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

SUTTON COLDFIELD CHARITABLE TRUST

Within Sutton Coldfield :To provide Almshouses and related benefits for elderly beneficiaries. Make grants for the relief of persons who may be elderly, disadvantaged, disabled or in need of medical assistance.To provide special benefits to local education authority schools, places of worship, historic buildings and support community groups, recreation and leisure.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/09/23	£2,222	£2,223	£-1	£0	£73,191	£8,664	46.8	11
30/09/22	£2,344	£1,916	£428	£0	£72,081	£8,367	52.4	10
30/09/21	£1,756	£2,237	£-481	£0	£74,850	£6,742	36.2	9
30/09/20	£1,913	£1,939	£-26	£67	£64,316	£5,922	36.6	9
30/09/19	£2,110	£1,946	£164	£91	£62,129	£6,451	39.8	9
30/09/18	£1,980	£2,142	£-162	£62	£62,142	£6,110	34.2	8
30/09/17	£1,923	£1,883	£40	£0	£57,012	£5,944	37.9	8
30/09/16	£1,805	£1,897	£-91	£0	£52,909	£5,470	34.6	8
30/09/15	£1,741	£1,826	£-84	£94	£49,392	£4,886	32.1	8
30/09/14	£1,764	£2,376	£-612	£87	£48,825	£5,001	25.3	8
30/09/13	£1,718	£1,563	£155	£83	£47,913	£5,335	41	8
30/09/12	£1,568	£1,593	£-26	£62	£45,080	£4,744	35.7	8
30/09/11	£1,617	£1,705	£-88	£68	£41,988	£4,720	33.2	8
30/09/10	£1,525	£1,471	£54	£58	£43,344	£4,852	39.6	8
30/09/09	£1,771	£1,399	£372	£53	£40,583	£3,547	30.4	8
30/09/08	£2,073	£1,630	£443	£47	£39,445	£3,124	23	8
30/09/07	£1,945	£1,518	£426	£47	£42,853	£3,288	26	7
30/09/06	£1,612	£2,404	£-792	£0	£0	£0	n/a	0
30/09/05	£1,461	£1,384	£77	£0	£0	£0	n/a	0
30/09/04	£1,473	£1,387	£86	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 2%
Liabilities/Income: 73%
Unrestricted Funds/Total Funds: 12%
Reserves/Spending: 46.8 months
Net Current Assets/Spending: 46 months
Quick Ratio: 0.8

Asset Split ?

Established: 55 years

www.suttoncoldfieldcharitabletrust.com

info@suttoncharitabletrust.org

0121 7940970

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Birmingham City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who works here?

11 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 13/15 persons

FAHMIDA ISMAIL Appointed: 2023

SURRINDER BAINS Appointed: 2023

ANDREW FRANCIS BURLEY Appointed: 2014

ANDREW CHARLES MORRIS Appointed: 2015

CLLR DAVID PEARS Appointed: 2022

CLLR JANE MOSSON Appointed: 2020

CLLR. SIMON DOUGLAS JOHN WARD Appointed: 2020

DR FRANCIS PATRICK MURRAY Appointed: 2018

HENRIETTA MARTIN Appointed: 2023

JAYNE PAULA LUCKETT Appointed: 2020

STUART KURT ROBERTS Appointed: 2023

ANTHONY NEIL ANDREWS, Other trusteeship: THE LORD AUSTIN TRUST,

DIANE DONALDSON Appointed: 2017, Other trusteeships: BIRMINGHAM BODENHAM TRUST, THE LORD MAYOR OF BIRMINGHAM'S CHARITY, CLARA MARTINEAU CHARITY,

HELEN MILES Appointed: 2023, Other trusteeship: THE ROYAL NATIONAL COLLEGE FOR THE BLIND,

KEITH MATTHEW DUDLEY (Chair) Appointed: 2014, Other trusteeships: THE LORD AUSTIN TRUST, FOUNDATION FOR CONDUCTIVE EDUCATION,

Legal constitution

Charity registered in England & Wales on 27/11/1968, number: 218627

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE SUTTON CENTRAL CHURCHES TRUST on 06/01/2021

Main office

LINGARD HOUSE
FOX HOLLIES ROAD
SUTTON COLDFIELD
B76 2RJ

Objectives

THE OBJECTS OF THE CHARITY ARE:(A) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES AND SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE. THE LAND IDENTIFIED IN PART I OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE AS THE HOMES OF THE CHARITY.ANY SURPLUS INCOME NOT REQUIRED FOR THE OBJECTS ABOVE SHALL BE APPLIED FOR THE OBJECTS BELOW:(B) THE RELIEF OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN NEED, HARDSHIP OR DISTRESS. THE TRUSTEES MAY RELIEVE PERSONS IN NEED BY:(I) MAKING GRANTS OF MONEY TO THEM;(II) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR(III) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO THOSE IN NEED.(C) PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND, NOT NORMALLY PROVIDED BY A LOCAL AUTHORITY OR ACADEMY TRUST, FOR ANY SCHOOL IN THE AREA OF BENEFIT OR SUBSTANTIALLY SERVING THE SAME AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE SCHOOL GOVERNORS OR ACADEMY TRUST (AS THE CASE MAY BE) AND THE TRUSTEES.(D) PROMOTING THE EDUCATION (INCLUDING BUT NOT LIMITED TO, PHYSICAL EDUCATION AND EDUCATION IN RESPECT OF THE ARTS) OF PERSONS WHO ARE:(I) UNDER THE AGE OF 25; (II) IN NEED OF FINANCIAL ASSISTANCE; AND(III) RESIDENT IN THE AREA OF BENEFIT.(E) FOR THE GENERAL BENEFIT OF PERSONS RESIDENT IN THE AREA OF BENEFIT, IN ONE OR MORE OF THE FOLLOWING WAYS, EITHER DIRECTLY OR BY WAY OF DONATIONS OR SUBSCRIPTIONS TO INSTITUTIONS OR ORGANISATIONS WHICH APPLY OR WHICH UNDERTAKE IN RETURN TO APPLY THE WHOLE OR PART OF THEIR INCOME FOR SUCH CHARITABLE PURPOSES:(I) THE RELIEF OF THE ELDERLY WHO ARE IN NEED, HARDSHIP OR DISTRESS;(II) THE RELIEF OF DISTRESS AND SICKNESS;(III) THE PROVISION AND SUPPORT OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION;(IV) THE REPAIR OF HISTORIC BUILDINGS;(V) THE PROMOTION OF THE ARTS; OR(VI) THE ADVANCEMENT OF RELIGION.

Defined Area of Benefit:

COUNCIL WARDS OF BIRMINGHAM CITY COUNCIL KNOWN AS THE SUTTON COLDFIELD CONSTITUENCY

Data Sources